October 2018 Release Notes

This month we made a big update to the platform with a focus on significantly improving key areas such as: adding signatures and other elements to PDF documents, filling in offers and overall speed & reliability.

Improvements

Filling out forms

We put a big focus on how users fill out their forms faster by simplifying how forms speak to one another and share information. When forms are stored within the same client folder, we automatically “link” them. Information such as property address, people and other agreement specifics are shared from one form to the next. This sharing of information only occurs once, when you open a new form for the first time. To learn more about how linking logic works, click here.

Users can now quickly jump to select their desired year in calendar field with the help of fast forward selectors

When users fill in people fields, DealTap can now suggest people from adjacent documents

Users are now able to preview clauses before adding them to Schedule

Application Speed

DealTap has undergone extensive optimization and enhancements so that response times and overall speed has improved by at least 200%, in some cases even 500%

PDF Mark Up

Overall, the PDF Mark Up tool has undergone a complete overhaul for better functionality, usability and overall user experience. Here’s a list of items we have implemented:

We’ve reduced the amount of clicks it takes to assign and place a signature or initial on a PDF document

We have reduced the amount of clicks it takes to simultaneously switch to adding a new element to the PDF document

Drastically improved the speed of adding, moving & saving new elements to the PDF document. There are no more delays!

We have improved the accuracy of placing signature or initials by including signee name and how the initial and signature box will appear